According to the Financial Times, citing five people familiar with the matter, Nvidia has told data center partners to reduce exposure to Chinese customers. Cloud customers must now generate at least 51% of their service sales from companies outside China, and the instruction was reportedly conveyed verbally rather than in writing. The report says this does not bar all Chinese customers from Nvidia-powered cloud services, but limits the share of sales to Chinese companies. The move comes as Washington has restricted sales of certain high-performance chips to China since at least 2022, and earlier this year several senior Super Micro employees were charged over alleged smuggling of about $2.5 billion of Nvidia AI servers to China; the charges do not establish guilt.
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NVDAsemiconductorsChinadata centers
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NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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